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CENTAURUS FINANCIAL, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CENTAURUS FINANCIAL, INC. on XLE, newest first. How the timeline and the estimate are built.

CENTAURUS FINANCIAL, INC. held 33,516 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,516 shares
    Change vs previous 13F +2,669 shares

    0.07% of the 13F portfolio, value $1,780,000.

    13F-HR 0000891943-26-000010 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,847 shares
    Change vs previous 13F -2,429 shares

    0.09% of the 13F portfolio, value $1,890,000.

    13F-HR 0000891943-26-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 33,276 shares
    Change vs previous 13F +16,360 shares

    0.07% of the 13F portfolio, value $1,488,000.

    13F-HR 0000891943-26-000001 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,916 shares
    Change vs previous 13F +340 shares

    0.07% of the 13F portfolio, value $1,511,000.

    13F-HR 0000891943-25-000011 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,576 shares
    Change vs previous 13F +3,221 shares

    0.08% of the 13F portfolio, value $1,406,000.

    13F-HR 0000891943-25-000009 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,355 shares
    Change vs previous 13F +213 shares

    0.08% of the 13F portfolio, value $1,248,000.

    13F-HR 0000891943-25-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,142 shares
    Change vs previous 13F -4,559 shares

    0.07% of the 13F portfolio, value $1,126,000.

    13F-HR 0000891943-25-000003 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,701 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,554,000.

    13F-HR 0000891943-24-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).